Any new proposal in Estimate Rocket can now send a payload to your needed application.
In my examples I will show the ER data being deposited as a new row into a Google Sheet.
Obviously your movement of this data will be much different than depositing a new row into a GSheet.
Connecting in Zapier
After making your connection to Estimate Rocket in Zapier look at the Trigger event and select New Proposal.
Available Data
There are over 100 fields of data available in the payload including the project information and the client information.
Estimate Rocket events that will trigger data into the new proposal web hook
- New Proposal
- New Change Order
- Accept Proposal without signature
- Estimate Rocket user rejected proposal
A Quick View of the Zap and Example Data Movement into Google Sheet
Other Interesting API Articles
Re authentication in Zapier after the June 2024 Update
Estimate Rocket API Enhancement Details
Estimate Rocket API via web hook overview
Updated Assignments via web hook